Schwab Strategic Tr cmn shares owned by Cornerstone Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Cornerstone Wealth Management
from 13F filings
Historical chart of Cornerstone Wealth Management investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Cornerstone Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.2M | 16k | 75.98 |
| 2023-12-31 | $1.1M | 15k | 70.10 |
| 2023-09-30 | $956k | 15k | 64.46 |
| 2023-06-30 | $947k | 14k | 67.09 |
| 2023-03-31 | $991k | 15k | 65.58 |
| 2022-09-30 | $877k | 15k | 58.53 |
| 2022-06-30 | $1.1M | 17k | 62.42 |
| 2022-03-31 | $1.3M | 19k | 71.36 |
| 2021-12-31 | $1.4M | 20k | 73.10 |
| 2021-09-30 | $1.3M | 20k | 67.49 |
| 2021-06-30 | $1.4M | 20k | 68.37 |
| 2021-03-31 | $1.4M | 22k | 65.28 |
| 2020-12-31 | $1.3M | 22k | 59.54 |
| 2020-09-30 | $1.1M | 21k | 52.19 |
| 2020-06-30 | $1.0M | 20k | 50.12 |
| 2020-03-31 | $839k | 19k | 44.27 |
| 2019-12-31 | $1.1M | 19k | 60.13 |
| 2019-09-30 | $994k | 18k | 56.71 |
| 2019-06-30 | $871k | 16k | 56.28 |
| 2019-03-31 | $835k | 16k | 53.46 |
| 2018-12-31 | $740k | 15k | 49.40 |
| 2018-09-30 | $4.0M | 211k | 19.09 |
| 2018-06-30 | $12M | 627k | 18.82 |
| 2018-03-31 | $580k | 11k | 51.62 |
| 2017-12-31 | $612k | 11k | 55.48 |
| 2017-09-30 | $212k | 4.0k | 52.53 |
More positions owned by Cornerstone Wealth Management
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